This optional feature is utilized on any point of sale document (Blend Tickets, Delivery Tickets, and Invoices). The technology license can print on customer documents and the Product Rebate report.
The Check Method on the Technology Group determines the level of checking that takes place on the Invoice, Blend Ticket, or Delivery Ticket of a product that belongs to a technology group. The options are as follows:
- Allow – No checking occurs. Invoices, Blend Tickets, or Delivery Tickets with invalid licenses are allowed.
- Warn Only – A warning displays, but the save of an Invoice, Blend Ticket or Delivery Ticket document is allowed.
- Restrict Sale – The document cannot be saved with an invalid or missing technology license.
Setup
- Set up all the various types of technology licenses the company will track on the Product tab of the Hub / Setup / Company Preferences screen. When adding a group, set the level of checking to use from Allow, Warn Only or Restrict Sale. If this Technology Group is for a Veterinary Feed Directive, select this option which then requires a valid Effective Date and Expiration Date be entered on any Technology License using this Technology Group.
- Add the customer's license numbers at either the Hub or Accounting by using the Tech Lic # option available along the bottom of the Edit a Customer screen. Add any license numbers assigned to that customer.
- Edit products to select the technology group it belongs to from the list added in Step 1.
- The customer's technology license # optionally prints on the point of sale documents. This preference for Delivery Tickets is found at Accounting / Setup / Location Preferences on the Delivery Ticket tab. For Invoices, the preference is found at Accounting / Setup / Location Preferences on the Invoices Printout tab. The setting for Blend Tickets is set at Blending / Setup / Location Preferences on the Print Prefs tab.
Rules
When either Warn Only or Restrict Sale is set as the Check Method on the Technology Group at Hub / Setup / Company Preferences on the Product tab, the following rules apply:
- If a product on the document belongs to one of the technology groups and its group is set to Warn Only or Restrict Sale, then one of the customers on the document must have an active license number for that technology group.
- If no customer has an active technology license for a product on the document, then a warning is issued or the Invoice, Blend Ticket or Delivery Ticket is stopped, based on the setting for that technology group.
- If no customer has an active technology license for multiple products on the document and any of those products’ technology group is set to Restrict Sale, the Invoice, Blend Ticket or Delivery Ticket is stopped.
- If more than one customer on the document has an active license number for any product, a window displays on the save of the document asking which license number should be saved with that line item.
